MAERSK's interest in acquiring a major forwarder is expected to disrupt the logistics industry, with some air cargo interests seeing it as a threat, reports London's Loadstar.
Fresh from gaining a third quarter operating profit of US$37.24 billion, Maersk's acquisition of Senator, two 777Fs, and leases on three 767-300Fs, and its move in a matter of serious concern.
Meanwhile, CMA CGM's decision to set up its own airline makes the company a possibility to become a one-stop shop.
Evergreen also has ship orders doubling the size of its fleet and owns EVA Air, which made a profit in the third quarter and currently has six 777Fs with one on order.
There is also NYK Line, which owns Yusen Logistics, and Nippon Cargo Airlines (NCA) which has eight 747-8Fs.
'It's an interesting move by Maersk, especially as it moves into air logistics. It's a fast-mover and just ahead of CMA CGM. But what will Evergreen and NYK's countermove be to ensure competitiveness?' said a senior air cargo executive.
The executive also said that this vertical integration could lead to new cooperation on the ground.
'How will the obvious logistics synergy of operations and management - on the ground at airports, trucking, rail - be approached? Will airports and seaports see opportunities beyond the traditional sea-air mode, and look to a synergy in processes that can really disrupt the industry?' said the executive.
'I think they will - but who will be the first movers?' he said.
Earlier this year, one executive close to CMA CGM noted that the line was likely to develop a sea-air product.
'CMA has little experience in air freight, which is totally different from sea freight. But there is room to create a solution between sea and air. CMA really deals with shippers with a need for sea and air, and it's possible to combine those needs,' he said.
'There is a good synergy for a multimodal solution. Covid has changed the logistics needs of shippers and forwarders, so this is something quite new.'
SeaNews Turkey
Fresh from gaining a third quarter operating profit of US$37.24 billion, Maersk's acquisition of Senator, two 777Fs, and leases on three 767-300Fs, and its move in a matter of serious concern.
Meanwhile, CMA CGM's decision to set up its own airline makes the company a possibility to become a one-stop shop.
Evergreen also has ship orders doubling the size of its fleet and owns EVA Air, which made a profit in the third quarter and currently has six 777Fs with one on order.
There is also NYK Line, which owns Yusen Logistics, and Nippon Cargo Airlines (NCA) which has eight 747-8Fs.
'It's an interesting move by Maersk, especially as it moves into air logistics. It's a fast-mover and just ahead of CMA CGM. But what will Evergreen and NYK's countermove be to ensure competitiveness?' said a senior air cargo executive.
The executive also said that this vertical integration could lead to new cooperation on the ground.
'How will the obvious logistics synergy of operations and management - on the ground at airports, trucking, rail - be approached? Will airports and seaports see opportunities beyond the traditional sea-air mode, and look to a synergy in processes that can really disrupt the industry?' said the executive.
'I think they will - but who will be the first movers?' he said.
Earlier this year, one executive close to CMA CGM noted that the line was likely to develop a sea-air product.
'CMA has little experience in air freight, which is totally different from sea freight. But there is room to create a solution between sea and air. CMA really deals with shippers with a need for sea and air, and it's possible to combine those needs,' he said.
'There is a good synergy for a multimodal solution. Covid has changed the logistics needs of shippers and forwarders, so this is something quite new.'
SeaNews Turkey
